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Independent financial advisor

Kimbolton
Permanent
Freelance
PRS Recruitment Group Ltd T/A Refuel Talent
Independent financial advisor
Posted: 1 August
Offer description

Are you a qualified Financial Adviser looking to grow your client base while delivering high-quality, tailored financial planning solutions? Join our supportive and forward-thinking team where your focus is truly on the client — not paperwork. About the role As an Independent Financial Adviser, you will provide holistic financial planning to a diverse client base — combining tailored advice with regulatory best practice. You’ll manage and grow your own client bank while receiving support from a dedicated back-office team of paraplanners and administrators, enabling you to focus on building relationships and delivering exceptional outcomes. Key responsibilities * Provide personalised financial planning based on detailed fact-finding and client needs * Deliver holistic solutions covering pensions, investments, protection, and retirement planning * Grow your portfolio through client referrals, networking, and introducer relationships * Keep up to date with regulatory, product and technical developments * Maintain a strong understanding of FCA regulations and Consumer Duty principles * Achieve and record a minimum of 35 hours of CPD annually (including 21 structured hours) * Maintain your Training & Competence records and Statement of Professional Standing About you * Level 4 Diploma in Financial Planning (or equivalent) ...

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